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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-02 |
| PA | RA | APPROVED | 2017-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Camp Hill | PA | 07/2011 | 02/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2017 | Present |
| Penn Mutual Life Insurance | Horsham | PA | 02/2017 | Present |
1) | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT- | ADDRESS: 422 N FRONT ST WORMLEYSBURG, PA 17403| START DATE: 1987-02-15 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 41-100 HOURS | APPROX TRADING HRS PER MTH: 41-100 HOURS | DESCRIPTION OF DUTIES: Insurance sales and service for multiple carriers including Penn Mutual Life Insurance Company. 2) BLUE RIDGE FIRE & RESCUE FIREFIGHTER /EMT | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: EMPLOYEE |ADDRESS: BLUE RIDGE FIRE & RESCUE 13063 MONTEREY LANE BLUE RIDGE SUMMIT, PA 17214 | START DATE: 1/4/2022 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION |APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: (PART TIME) PROVIDE ALL HAZARDS RESPONSE AS A FIREFIGHTER / EMT. 3)FIREFIGHTER | POSITION: EMPLOYEE | NATURE: FIREFIGHTER | INVESTMENT RELATED: NO | NUMBER OF HOURS: 110 | SECURITIES TRADING HOURS: 50 | START DATE: 01/23/2023 | ADDRESS: 50 COMMONS DRIVE, YORK PA 17402, UNITED STATES | DESCRIPTION: WORKING AS A FIREFIGHTER FOR YORK AREA FIRE RESCUE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-25 |
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